You will be the first dedicated QA hire, responsible for establishing end-to-end test plans, building automation, and defining release gates. You will also own quality metrics, performance testing, and rollback planning across all company platforms.
The Team Lead will manage, coach, and support a team of retirement plan administrators while ensuring the accuracy and compliance of qualified retirement plan deliverables. They will serve as the primary escalation point for complex technical issues and drive process improvements across the administrative team.
The Director of Operational Efficiency will lead a portfolio of initiatives to improve the accuracy, scalability, and efficiency of plan administration across the platform. This role involves driving technology and process changes, managing system migrations, and collaborating with cross-functional teams to execute a roadmap of operational improvements.
The TPA Sales Consultant is responsible for developing new business opportunities and expanding distribution relationships with financial advisors and industry partners. They will execute sales strategies, manage a sales pipeline, and provide consultative expertise on retirement plan design and compliance.
The Retirement Plan Administrator will manage a caseload of defined contribution plans, including 401(k) and cross-tested plans. They are responsible for performing non-discrimination testing, maintaining client relationships, and ensuring compliance with regulatory requirements.
Independently manage a caseload of over 150 defined benefit and cash balance plans while ensuring compliance with IRS and DOL regulations. Responsibilities include reviewing non-discrimination testing, preparing FASB reports, and representing clients during audits.
The Retirement Document Specialist will manage the onboarding of new retirement plans, including the preparation and review of plan documents for accuracy and compliance. They will collaborate with advisors and internal teams to ensure efficient workflows and maintain high-quality client documentation.
Manage the end-to-end onboarding process for new retirement plan clients, including document review and coordination with internal and external stakeholders. Ensure plan provisions are accurately mapped and communicated while maintaining high-quality service standards throughout the implementation.
Convert inbound interest into advisor relationships and new retirement plan opportunities. Manage the sales pipeline by qualifying leads and partnering with field sales teams to transition opportunities.
Manage all aspects of ERISA compliance for qualified retirement plans, focusing on Form 5500 filings and annual testing. Coordinate with plan sponsors and auditors to ensure adherence to DOL and IRS requirements.
Independently manage and administer a caseload of retirement plans while ensuring compliance with ERISA regulations. Perform complex tasks such as compliance testing, annual valuations, and the preparation of Form 5500s.
